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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,112 | $153,769-33.6% | $133,975-23.8% | $273,972-62.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 25.00% | 36.51%-11.5pp | 29.29%-4.3pp | 41.46%-16.5pp |
| Employer contribution / active EE | $18,188 | $6,029+201.7% | $5,211+249.0% | $4,869+273.6% |
| Participant deferral / active EE | $13,050 | $6,958+87.5% | $6,282+107.7% | $5,287+146.8% |
| Admin fee / account holder | $472 | $11,765-96.0% | $9,324-94.9% | $10,133-95.3% |